Since 2002, Steve Sowers has dedicated his career to helping individuals, families, and business owners make smart, informed financial decisions. What began as an internship with Joshua Lorek grew into a meaningful business partnership — and in 2011, Steve officially joined Joshua and Matthew Rohde and founded Ohio Investment Partners.
Steve earned his Business Administration degree from The University of Akron and holds his Series 7, 63, and 66 with LPL Financial, as well as his Life & Annuity insurance license.
Steve believes true financial planning goes far beyond investments. He takes a holistic approach helping clients build retirement income plans, preserve what matters most, and align their finances with the life they want to live. He has experience supporting business owners with corporate retirement plan design, as well as helping philanthropically-minded clients structure giving strategies that positively impact their communities while striving to maximize long-term tax benefits.
Clients value Steve for his clear communication, thoughtful planning, and genuine commitment to their well-being — today and for generations to come.